SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,480 Value ($000) $348 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,087 Value ($000) $295 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,339 Value ($000) $305 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,347 Value ($000) $262 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,066 Value ($000) $227 Avg Close $73.82 Range $61.44 - $82.34
Q4 2023
Shares 1,682 Value ($000) $116 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 5 Value ($000) $0 Avg Close $58.47 Range $51.87 - $66.42
Q4 2022
Shares 823 Value ($000) $69 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 592 Value ($000) $43 Avg Close $66.19 Range $56.71 - $73.90